Unclaimed
David A Kudo is a financial advisor with First Advisors National, LLC, in Villa Park, IL. David has been in the industry since 2012 and is registered with the state of Illinois. He is licensed to provide financial planning and investment advice to individuals. David holds a Series 7 and Series 66 license. David is also registered with the state of Illinois and is a registered investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
IL
04/18/2022 - Present
First Advisors National, LLC (Villa Park IL)
IL
01/22/2020 - 01/13/2021
W&S BROKERAGE SERVICES, INC. (Rosemont IL)
MI
11/02/2018 - 07/25/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTHFIELD MI)
IL
06/26/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BOTH
Issued 08/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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